Sue Mcnamee Email & Phone Number

Brandon, Manitoba, Canada

Brandon, Manitoba, Canada

• Established and developed new business opportunities for financing and consulting with a focus on acquisition.• Developed and implemented a customer relationship retention/growing strategy to build a long-term, profitable loan portfolio with existing clients while providing a high level of customer service.• Analyzed, negotiated, and prepared specialized loan proposals by applying thorough analysis, due diligence, and sound account management.• Maintained an active profile in the… Show more • Established and developed new business opportunities for financing and consulting with a focus on acquisition.• Developed and implemented a customer relationship retention/growing strategy to build a long-term, profitable loan portfolio with existing clients while providing a high level of customer service.• Analyzed, negotiated, and prepared specialized loan proposals by applying thorough analysis, due diligence, and sound account management.• Maintained an active profile in the business community by participating in associations such as Chambers of Commerce, Board of Trade, etc. to allow continual knowledge of local business opportunities.• Office Management: Coordinated presentations and ordered food; maintained office supplies; coded invoices; completed monthly expense reports; maintained electronic client files; received payments and deposits accordingly. Show less

Brandon, Manitoba, Canada

• Provided exceptional customer service for financing in the resolution of basic customer issues and escalated complex issues to senior team members.• Provided confidential, prompt, accurate, and professional responses to potential and existing clients while ensuring adherence to policies, procedures, and practices.• Prepared letters to clients and professionals based on the specific process (e.g. letter of intent, letter of offer, mandates to professionals, etc.).• Developed client… Show more • Provided exceptional customer service for financing in the resolution of basic customer issues and escalated complex issues to senior team members.• Provided confidential, prompt, accurate, and professional responses to potential and existing clients while ensuring adherence to policies, procedures, and practices.• Prepared letters to clients and professionals based on the specific process (e.g. letter of intent, letter of offer, mandates to professionals, etc.).• Developed client proposals and contracts while ensuring that the information being collected was accurate, that all necessary documentation, requirements, and signatures were prepared and obtained, that forms were completed, and follow-up was performed. • Ensured the efficient operation of the office by greeting current and prospective clients, professionally answering telephone calls and responding accordingly, preparing incoming/outgoing mail, maintaining office supplies, providing administrative support to team members, preparing monthly Expense Reports, and coordinating presentations (book appropriate facility and order food). Show less

Brandon, Manitoba, Canada

• Executed confidential daily office administration duties, including answering phones, photocopying, and faxing, as well as overseeing appointment setting and schedules.• Processed mutual fund transactions, deposits, and transferred money. • Coordinated effective marketing communication program updating prospective and existing client data records.• Executed direct mail programs, assisted with planning seminars, and made follow-up calls to set or confirm appointments.•… Show more • Executed confidential daily office administration duties, including answering phones, photocopying, and faxing, as well as overseeing appointment setting and schedules.• Processed mutual fund transactions, deposits, and transferred money. • Coordinated effective marketing communication program updating prospective and existing client data records.• Executed direct mail programs, assisted with planning seminars, and made follow-up calls to set or confirm appointments.• Organized Client Appreciation Events including sourcing and booking a venue, preparing and forwarding invitations, following up with invited attendees.• Completed Investment Representative’s monthly Expense Report. Show less

Brandon, Manitoba, Canada

• Performed daily office administration duties including invoicing, collection of payments, scheduling, MPI administration, and answering and responding to telephone calls.

Boissevain, Manitoba, Canada

• Completed daily office administration including arranging and attending meetings, prepared agendas, took minutes for Executive Committee, Board of Directors and Planning Committee, handling telephone and mail enquiries, booking all Peace Garden facilities.• Assisted with the organization and planning of all events, including weddings, large tourist group visits, business meetings, and more. • Recruited, trained, and supervised new staff members thoroughly and consistently to ensure a… Show more • Completed daily office administration including arranging and attending meetings, prepared agendas, took minutes for Executive Committee, Board of Directors and Planning Committee, handling telephone and mail enquiries, booking all Peace Garden facilities.• Assisted with the organization and planning of all events, including weddings, large tourist group visits, business meetings, and more. • Recruited, trained, and supervised new staff members thoroughly and consistently to ensure a strong and knowledgeable team.• Collection of revenue from main entrance, campground, donations, rental revenue, etc. Complete required deposits and required reconciliations in preparations for Annual Audits. • Maintained key box/log for all Peace Garden facilities. Show less

Health Care Aide Certificate

Diploma, Travel & Tourism